See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,145 | $180,449-48.9% | $154,107-40.2% | $135,375-31.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -2.25% | 888.09%-890.3pp | 735.12%-737.4pp | 519.73%-522.0pp |
| Employer contribution / active EE | $5,996 | $6,035-0.6% | $5,298+13.2% | $4,779+25.5% |
| Participant deferral / active EE | $6,550 | $5,806+12.8% | $5,081+28.9% | $5,609+16.8% |
| Admin fee / account holder | $394 | $16,143-97.6% | $13,411-97.1% | $10,827-96.4% |